Opes Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Opes Wealth Management’s Portfolio VSGX Stock Details VSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$749K	Buy	10,448 +837	+9%	+$62.8K	0.12%	81
2025 Q4	$688K	Sell	9,611 -95	-1%	-$6.7K	0.11%	86
2025 Q3	$673K	Sell	9,706 -770	-7%	-$51.7K	0.12%	80
2025 Q2	$686K	Sell	10,476 -3,667	-26%	-$226K	0.12%	85
2025 Q1	$834K	Sell	14,143 -1,848	-12%	-$109K	0.17%	69
2024 Q4	$907K	Buy	15,991 +308	+2%	+$18.2K	0.19%	63
2024 Q3	$965K	Buy	15,683 +310	+2%	+$18.3K	0.19%	61
2024 Q2	$880K	Sell	15,373 -3,035	-16%	-$173K	0.18%	61
2024 Q1	$1.06M	Sell	18,408 -719	-4%	-$40K	0.24%	58
2023 Q4	$1.06M	Buy	19,127 +4,090	+27%	+$211K	0.25%	56
2023 Q3	$758K	Buy	15,037 +8,032	+115%	+$424K	0.21%	63
2023 Q2	$372K	Buy	+7,005	New	+$371K	0.11%	95

Other funds holding VSGX

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Opes Wealth Management's VSGX Position: Q1 2026 in Review

Opes Wealth Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 8.7% in Q1 2026, buying an estimated $62.8K and bringing the position to 10,448 shares worth $749K. The position accounts for 0.12% of the portfolio, ranked #81.

Opes Wealth Management first reported a position in VSGX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2024. 442 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Opes Wealth Management held 10,448 shares of Vanguard ESG International Stock ETF worth $749K as of Q1 2026.
Opes Wealth Management bought 837 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $62.8K.
Vanguard ESG International Stock ETF made up 0.12% of Opes Wealth Management's portfolio in Q1 2026, its #81 holding.
Opes Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q2 2023 and has held it in 12 quarters since.
Opes Wealth Management's Vanguard ESG International Stock ETF position peaked at $1.06M in Q1 2024.
442 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.